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GREY PRIVATE CAPITAL
GREY CAPITAL MANAGEMENT LLC
CRD 326464
14011 BESPOKE RD, UNIT 2219, CHARLOTTE, NC, 28277, United States
Phone
716-397-8886
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$8.8M
Discretionary AUM
$8.8M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8 | $2.5M |
| High net worth individuals | 4 | $6.3M |
All web addresses on file
Official SEC filing: View on IAPD